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Author Topic: Boeing accuses Bombardier of "dumpng" CSeries jets . . .  (Read 4843 times)

Offline DWG

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Re: Boeing accuses Bombardier of "dumpng" CSeries jets . . .
« Reply #75 on: October 17, 2017, 05:26:18 pm »
"Boeing outmaneuvered? Airbus takes Bombardier under its wing"
By Aaron Gregg

Boeing sought to cast the deal as a blatant attempt to circumvent U.S. trade law.

I suspect the primary reactions at Boeing HQ began with "Oh, f...!" Not only does this fatally undermine their tariff strategy, it vastly strengthens the CS.100's worldwide appeal, as the risks of a financially vulnerable Bombardier have been replaced by the strengths of the Airbus colossus. At the same time it moves forward Airbus's strategy of becoming a U.S. native prime in the same way BAE Systems did, which takes away Boeing's ability to wrap itself in the bloody flag and play the victimised American card.

Boeing had better hope they don't slip further on the tanker contract!

WRT the 'how much has to be built here to count as native' argument, Boeing is actually vulnerable to that itself. Aerospace is an intrinsically multinational business and structural bits of Boeings are built in several countries around the world (Japan and Italy spring immediately to mind) while smaller components come from everywhere. Add in the value of engines, a quarter to a third of the value of the aircraft in their own right, and Boeing needs to be very cautious how it plays that card.

Meanwhile Embraer execs are probably sitting with heads in hands, this is potentially disastrous for them as the E2 Jets will now be going head to head with Airbus salesmen.

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“This destroys the trade complaint and guarantees the success of the C Series aircraft in the U.S.,” said Richard Aboulafia, an aerospace analyst with Teal Group

Aboulafia is a voice that needs to be taken seriously. Very respected commercial aerospace analyst.

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“When a partner in a venture pays nothing to get on board it means you were in trouble to begin with,” said Loren Thompson, an aerospace consultant whose think-tank gets some funding from Boeing.
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OTOH Thompson is pretty notorious for being a Boeing sock-puppet.

Offline DWG

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Re: Boeing accuses Bombardier of "dumpng" CSeries jets . . .
« Reply #76 on: October 17, 2017, 05:30:28 pm »
"Will Airbus and Bombardier's partnership push Boeing closer to Brazil?"
by Jon Ostrower   @jonostrower October 17, 2017: 12:12 AM

It'll certainly push Brazil closer to Boeing, which isn't quite the same thing.

Offline Triton

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Re: Boeing accuses Bombardier of "dumpng" CSeries jets . . .
« Reply #77 on: October 17, 2017, 06:21:35 pm »
"Winners And Losers As Airbus Bails Out Bombardier's C-Series"
by Richard Aboulafia

10/17/2017

Source:
https://www.forbes.com/sites/richardaboulafia/2017/10/17/bombardier-airbus-cseries-boeing/#6263b55e491e

Offline Moose

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Re: Boeing accuses Bombardier of "dumpng" CSeries jets . . .
« Reply #78 on: October 18, 2017, 11:39:14 pm »
The thing about Boein trying to hook more up with Embraer is that if China's serious about taking a run at an established manufacturer EMB is the last option. Given how poorly the management is handling this situation, I don't have a lot of faith in their ability to deftly maneuver into a favorable deal anything like that Airbus just pulled off while also facing down a bidding war with the PRC. Mitsubishi might be an option, since the MRJ could use some Boeing help shedding weight and gaining sales traction. But that brings it's own issues of Japanese protectionist policies.